The New York Times reported on the 27th local time that Meta had, around April this year, once expected to spend approximately $10 billion on Anthropic's artificial intelligence services this year (note: approximately RMB 673.72 hundred million at the current exchange rate).
As prices for external AI services rose, Meta subsequently ended its internal "tokenmaxxing" competition and shifted more AI needs to internal tools. These measures prompted the company to issue new guidance in June calling for "billions of dollars" in full-year spending on artificial intelligence applications.
Meta is one of Anthropic's major customers, and the two companies are also fierce competitors. The report noted that Meta once used Anthropic's AI in internal testing of its Hatch agent platform, but the official version will be powered by Meta's internal models. Meta's reduced use of Anthropic's services could also cut the latter's annualized revenue to some extent, creating a headwind for Anthropic's IPO.